Magic Markets #72: Taking Stock with Petri - April 2022

Episode 72 April 20, 2022 00:27:15
Magic Markets #72: Taking Stock with Petri - April 2022
Magic Markets
Magic Markets #72: Taking Stock with Petri - April 2022
/

Show Notes

Petri Redelinghuys is a regular on Magic Markets and with good reason. As the founder of Herenya Capital Advisors, he spends his days actively trading the market and engaging with Herenya’s community of day traders, swing traders and investors.

In Episode 72 of Magic Markets, he joined us to discuss his energy positions, the use of ETFs in a portfolio and the ongoing ethical dilemma of climate issues vs. generating profits for clients.

Herenya Capital Advisors is an authorised financial services provider, FSP number 47080. Visit the Herenya website to find out more and follow them on Twitter.

View Full Transcript

Episode Transcript

No transcript available...

Other Episodes

Episode 56

December 16, 2021 00:19:14
Episode Cover

Magic Markets #56: Themes from our Deep Dives

With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming through from these deep dives. In Episode 56, we discussed some of our key learnings on each of the companies we have covered. We have done detailed research on Nike, US banks, Microsoft, Etsy, Monster, Intuit, Ford, Visa and now Disney as well. The detailed reports and podcasts are available to Magic Markets subscribers for R99/month. Go to https://magic-markets.com/subscribe/ to gain access to the full library and a new deep dive on a global stock each week. ...

Listen

Episode 62

February 09, 2022 00:24:31
Episode Cover

Magic Markets #62: Afrimat - a track record as Hotazel

With a share price and earnings track record that puts most companies to shame, Afrimat is widely regarded as a company with excellent capital allocation discipline and focused strategic execution. Starting in the construction industry, Afrimat has evolved into a strong mid-tier miner. Afrimat’s secret lies in owning a diversified portfolio of counter-cyclical businesses. The overlay of this cyclicality, when viewed in aggregate, creates a more attractive earnings profile and de-risks the entire operation. A conservative approach to the balance sheet has also been key to success. In Episode 62 of Magic Markets, we welcomed Afrimat CEO and founder Andries van Heerden to the show. This is a rare opportunity to tap into the mind of a top executive, with plenty to learn along the way for all of us. ...

Listen

Episode 54

December 01, 2021 00:24:56
Episode Cover

Magic Markets #54: Oh-My-Cron!

In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened the wealth gap. As unemployment in South Africa keeps increasing, we highlight a scary statistic out of Standard Bank: unsecured lending has returned to pre-Covid levels, but asset-based lending hasn’t. In a discussion that touches on a wide variety of points, ranging from office vacancies to the tourism industry, the hosts consider a world that just can’t seem to shake this virus. Magic Markets is your invitation to be part of our discussions on the markets.   ...

Listen